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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$5.44M 120,196 -10,256 -8%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$5.21M 114,907 +78,114 +212%
AWA
53
Alaska Wealth Advisors
Alaska
$5.12M 112,938 +16,237 +17%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4.96M 109,472 +24,736 +29%
MWM
55
Mascoma Wealth Management
New Hampshire
$4.66M 102,837 +2,819 +3%
Citadel Advisors
56
Citadel Advisors
Florida
$4.47M 98,730 +98,730 New
BPA
57
Beacon Pointe Advisors
California
$4.15M 91,609 +17,322 +23%
AWS
58
Atria Wealth Solutions
New York
$3.98M 87,764 +15,508 +21%
Mariner
59
Mariner
Kansas
$3.92M 86,495 -8,211 -9%
SA
60
Stewardship Advisors
Pennsylvania
$3.82M 84,394 +33,883 +67%
APW
61
Atlantic Private Wealth
North Carolina
$3.61M 79,800 +14 +0%
Creative Planning
62
Creative Planning
Kansas
$3.55M 78,262 -2,464 -3%
OFG
63
Omega Financial Group
California
$3.08M 67,938 -8,267 -11%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M 67,061 -2,507 -4%
US Bancorp
65
US Bancorp
Minnesota
$2.99M 66,050 +31,988 +94%
TC
66
Trilogy Capital
California
$2.86M 63,189 +4,878 +8%
RSWM
67
Robertson Stephens Wealth Management
California
$2.7M 59,582 +49,643 +499%
CT
68
Cambridge Trust
Massachusetts
$2.69M 59,432 +2,097 +4%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$2.68M 59,251 -3,307 -5%
BC
70
Bartlett & Co
Ohio
$2.68M 59,251 -3,307 -5%
RBA
71
Richard Bernstein Advisors
New York
$2.66M 58,815 -8,438 -13%
HGWM
72
Horst & Graben Wealth Management
Oregon
$2.66M 58,748 +6,597 +13%
CF
73
Cantor Fitzgerald
New York
$2.62M 57,820 +14,620 +34%
RFA
74
RTD Financial Advisors
Pennsylvania
$2.54M 56,070 +718 +1%
SHJ
75
Sharkey, Howes & Javer
Colorado
$2.51M 55,518 +11,512 +26%
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